CRD: 122298
Premiere Management
Noblesville, IN
3175010020
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-1999
- Office Locations
- 1
Office Locations
-- Noblesville IN
About Premiere Management
Premiere Management is a Noblesville-based RIA. The firm has been operating for 27 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Financial Planning, Life Insurance, Portfolio Construction.
Team overview
56 AVG AGE
$6.1M AVG AUM / ADVISOR
$84.7K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Client Personas
Meridian
Investment Themes
Prime
Investment Vehicles
Vertex
Services
Prime beacon Optima catalyst Fusion bridge
Owner & Executives
A
ANDREW RAY FOSTER
Owner
- CRD
- #2515921
- Ownership
- 75% or more
(827) 864-2491
signal.momentum@wavecapital.com
in linkedin.com/in/harbor-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,100,000
Equity - Exchange:
35.4% Cash:
25.5% Equity - OTC:
39.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $571,444,058 | 35.4% |
| Cash | $411,633,432 | 25.5% |
| Equity - OTC | $631,171,261 | 39.1% |
| Total | $1,614,248,751 | 100.0% |